Black Bear Value Partners Q3 2026 - Top 5 Businesses We Own
Black Bear Value Fund returned -10.3% in September, +2.5% for the quarter and +4.1% year to date. The excerpt attributes Builders FirstSource’s decline to housing weakness and notes Core Natural Resources’ quarterly gain.
Why it matters — The excerpt does not mention Tidewater, so it provides no company-specific information for TDW watchers.